Rex Swartz II is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1995. Capital Analysts serves a diverse clientele including retail and institutional investors, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

David Cuba is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with MHN Government Services since 2008 and Lincoln Investment Planning, Inc. since 1995. He is also the owner of DKKT Holdings LLC, a holding company with no current active investments. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management using a proprietary mutual-fund screening process.

Douglas Nelson is a CFP® professional with 26 years of experience in financial advising. He is currently affiliated with Capital Analysts and has previously worked at Lincoln Investment Planning and Valic Financial Advisors. Outside of his advisory work, Nelson serves as a lecturer at the University of Nebraska-Lincoln, teaching courses related to retirement planning and family financial planning, and he coaches boys varsity basketball at Prairie View USD 362. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individuals, trusts, foundations, and businesses. The firm combines in-house discretionary management with third-party offerings and emphasizes fiduciary responsibilities, serving clients nationwide through independent advisors and managed programs.